Meet the team who can assist you in identifying and working

towards your financial goals.

Meet the Team

Get to know the professionals working as one to help you achieve your ideal retirement.

Michael Stewart, RFC

Financial Planner & Fiduciary

Connor Stewart

Financial Advisor & Fiduciary

Ryan Alexander

Financial Advisor & Fiduciary

Deb Baudin

Office Manager

Katlynn Aquino

First Impressions Coordinator

Patrick Stewart

Marketing Associate

Karen Stewart

Special Projects & Events

Glenn Prigge, CPA

Certified Public Accountant

Nomeda Hanna, EA, CDFA

Tax Manager

Ready To Take

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a workshop.

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